Senior Financial Planner — Large AUM, Strong Bonus

Recruit Wealth Ltd; Leicester; Sur place; GBP 90 000 - 110 000; Plein temps

Avantages offerts par ce poste

Private medical insurance

Administrative and operational support

Technology, resources and инфраструкт

Professional development and career

Résumé du poste

Recruit Wealth Ltd in Leicester is seeking a Senior Financial Planner to join an established advisory team. You’ll manage an existing client bank with substantial AUM, conduct regular reviews and identify further wealth planning opportunities to generate additional income.

You’ll benefit from dedicated admin support, access to technology and an office-based environment with strong career development prospects and competitive salary. 100k basic plus bonuses reflects experience and impact.

Qualifications

• At least 3 years’ experience providing regulated financial advice across wealth management.
• Experience with CAS & SPS.
• Proven ability to maintain clients and generate new advice business.
• Strong commercial awareness and ability to identify opportunities within an existing client bank.
• Excellent technical knowledge across pensions, investments, retirement and wealth planning.
• Confidence leading client conversations and generating referrals.
• Experience using cashflow modelling and financial planning technology.
• Excellent relationship management and communication skills.
• Ideally Chartered status or commitment to achieving it.

Responsabilités

• Take ownership of an established client bank and conduct regular annual reviews.
• Identify wider financial planning requirements and generate new advice.
• Convert opportunities and grow recurring income from existing relationships.
• Work with experienced support team to focus on clients’ needs.

Connaissances

Financial planning

Client management

Cashflow modelling

Regulated advice

Pensions & investments

Chartered status

Description du poste

Recruit Wealth Ltd in Leicester is seeking a Senior Financial Planner to join an established advisory team. You’ll manage an existing client bank with substantial AUM, conduct regular reviews and identify further wealth planning opportunities to generate additional income.

You’ll benefit from dedicated admin support, access to technology and an office-based environment with strong career development prospects and competitive salary. 100k basic plus bonuses reflects experience and impact.